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Shift4 Payments, Inc.

FOUR

NYSE·Technology·Software - Infrastructure·Mkt cap $4.5B

$51.35

+4.37%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$34.56 - $108.50

P/E

62.90

Fwd P/E

9.19

Beta

1.42

Div Yield

0.00%

Avg Vol

1.8M

Shares Out

81.2M

Mkt Cap

$4.5B

Price action

Price chart

Down 50.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Comprehensive payment technology platform
  • Extensive industry-specific integrations
  • Advanced security and fraud prevention
  • Cloud-based flexible solutions

Bear Case

1 risk

  • Average volatility.

Growth

Moderate growth ahead

Digital payment market expansion

Value

Attractively priced below Digital Payments peer average

Momentum

Strong

+15.1% over 3m

Quality

Stable

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 27, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of $0.97 vs $0.99 consensus (-2.0% surprise). Revenue of $549.0M vs $1.1B expected (-49.5%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-2.0%

Next: Apr 27, 2026

Revenue trend · last 8Q

+26%

+20%

+17%

+29%

+34%

+32%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$827.0M

$909.2M

$887.0M

$848.3M

$966.2M

$1.2B

$1.2B

$1.1B

Margins · last 8Q

Gross

Operating

Profit

1.3%

Wall Street consensus

16 analysts · 44% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

7

44%

Hold

9

56%

Sell

0%

Median Price Target

$50.00

-2.6% vs $51.35

Low $45.00
Median $50.00
High $74.00

Latest: Loop Capital · Jun 24, 2026

6 analysts covering

vs Industry

How FOUR stacks vs Software - Infrastructure

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.